Viewing Expert David Burrows | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

David Burrows , President & Chief Investment Strategist

Barometer Capital Management


Date Signal Chart Symbol Company Opinion Price
2017-07-18 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian bank? He would rather choose a US bank over Canadian banks right now. There are some potential rocks in the water for Canadian banks. However, if he were looking for a Canadian bank, it would probably be Toronto Dominion (TD-T) because of their US retail exposure. Virtually all of them are trading below the 150-day moving average and have had a very weak rally through May and June, while US banks had a very good rally.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US or Canadian healthcare services? It is very hard to invest in healthcare in Canada. In the US, this is the largest industry. There is a secular growth theme behind it in that you have an aging population who want more and more services. There are going to be bumps in the road along the way. Medical devices is the most attractive area, because some of it is discretionary spending. He also really likes the biotech space, because it is innovation and new treatments. You could consider the ETF ALPS Medical Breakthroughs (SBIO-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are in a pretty good market, and when you are in a decent market, you want to be able to take advantage of it. Correlation, stock to stock and sector to sector, the way they behave are very low. There are some really strong, long-term themes that you can focus in. When you consider how much of the return is coming in from the top 10 stocks, it is actually not high. There are some sectors that you absolutely have to be avoiding. You don’t want to own the indices. We are in a world where active management works much better than passive. On the negative side, you continue to have to be careful of some of the big sectors in the Canadian market, including energy, retail and some of the defensive sectors that could be at risk if long-term rates slowly move higher. You want to be focused in industrials that do well in improving capital spending, technology, the 800 pound gorilla, and healthcare where demographics are driving things.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-18 TOP PICK Must be logged in to use chart AVGO-Q Broadcom

This plays into the new iPhone theme. They expect to have 40% more content in the new iPhone than they did in the last iPhone. They make RF chips which are going into everything. The only semiconductor company that has a long-term contract with Apple. Dividend yield of 1.6%. (Analysts’ price target is $277.50.)


Price:
$250.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 BUY Must be logged in to use chart BAC-N Bank of America

There is going to be improving loan growth in the US. The charge-off for credits is coming in very benign. This bank gives you a number of different revenue streams including wealth management, capital markets and US loan growth. 75% of their revenue comes out of the US.


Price:
$23.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 COMMENT Must be logged in to use chart C-N CitiGroup

If he had to pick one US bank right now, it would be this. The stock consolidated from December through May, broke out, had a nice little pull back, and then broke out again. This is very attractive for a number of reasons. It gets you exposure to global banking. They are taking market share, because they are well capitalized. You are going to get a significant capital return by way of share buybacks and increased dividends.


Price:
$66.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.


Price:
$78.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 TOP PICK Must be logged in to use chart DHI-N D R Horton Inc.

The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.)


Price:
$36.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 BUY Must be logged in to use chart FM-T First Quantum Minerals

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.


Price:
$13.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

A great company. Technology and technology services is likely to continue to do very, very well. This company has a very large and diversified business, a lot of it in the US.


Price:
$66.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.


Price:
$8.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 BUY Must be logged in to use chart LUN-T Lundin Mining Corp.

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.


Price:
$8.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 PAST TOP PICK Must be logged in to use chart MCD-N McDonalds

(A Top Pick July 19/16. Up 25.65%.) This has had a tremendous run. This has been a special story, but he considers what is going on in the backdrop of the restaurant group, has been a little sloppy, and would be less likely to Buy this today.


Price:
$153.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

If you like value, this is your company. Auto and auto parts has recently, in the last 3-4 weeks, made a nice turn. We are starting to get away from all the discussion about peak auto. This company is significantly cheaper than any other large parts producer or subassembly company. They have a great growth engine within the business, being the largest and complete auto assembling outsourced. There was about $2 billion in sales in 2016, which could be $7 billion by 2019. They are just taking over producing half of all the 5 series BMWs globally. Trading at 8X earnings, which is relatively cheap compared to its competitors.


Price:
$60.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 COMMENT Must be logged in to use chart MS-N Morgan Stanley

Has been bullish US equities since February 2016. In the spring of 2017, financials began to outperform. They had a little rest over the winter, consolidated and then had a very strong run up into earnings. This is the #1 institutional equities trader, and stronger equity markets will be positive for them. They are very strong on the wealth management side. Also, it is pretty levered to the US economy. 1.7% dividend yield.


Price:
$45.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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